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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,121 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-34
Holders Change %
-2.94%
% of All Funds
15.23%
Holding in Top 10
56
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.42%
% of All Funds
0.76%
New
73
Increased
439
Reduced
449
Closed
77
Calls
$1.32M
Puts
$63K
Net Calls
+$1.26M
Net Calls Change
-$388K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$52.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$24.8M
3
DAS
Dynamic Advisor Solutions
Arizona
+$22.1M
4
Betterment LLC
Betterment LLC
New York
+$18.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.04B
2
Bank of America
Bank of America
North Carolina
-$663M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
4
FIA
Foundations Investment Advisors
Arizona
-$21.4M
5
FIBT
First International Bank & Trust
North Dakota
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CoreCap Advisors
Michigan
$29.8M +$11.8M +503,578 +65%
Betterment LLC
27
Betterment LLC
New York
$29.2M +$18.8M +802,626 +181%
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$29.1M -$64.1K -2,734 -0.2%
KBFS
29
Kohmann Bosshard Financial Services
Ohio
$28.4M +$3.99M +170,892 +16%
KFC
30
Klingenstein Fields & Co
New York
$28.1M -$268K -11,454 -0.9%
Corient Private Wealth
31
Corient Private Wealth
Florida
$27.7M +$332K +14,179 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$26.6M -$7.08M -301,967 -21%
MAG
33
Mokosak Advisory Group
Iowa
$26.6M +$562K +23,969 +2%
LWMT
34
Legacy Wealth Management (Tennessee)
Tennessee
$26M +$705K +30,077 +3%
SFS
35
Summit Financial Strategies
Ohio
$24.8M -$861K -36,732 -3%
GRR
36
Golden Reserve Retirement
Ohio
$23.7M +$23.7M +1,012,047 New
Ameriprise
37
Ameriprise
Minnesota
$23.7M -$940K -40,156 -4%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$23.1M +$4.38M +186,768 +23%
BWA
39
BlueSky Wealth Advisors
North Carolina
$22.2M +$772K +32,953 +4%
DAS
40
Dynamic Advisor Solutions
Arizona
$22.1M +$22.1M +943,056 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$22M +$4.07M +173,519 +23%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$21.7M +$288K +12,295 +1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$21.4M +$2.49M +106,435 +13%
NFW
44
Noble Family Wealth
Florida
$21.2M +$919K +39,231 +5%
Wells Fargo
45
Wells Fargo
California
$21.2M +$86.6K +3,695 +0.4%
BPA
46
Beacon Pointe Advisors
California
$20.1M -$711K -30,343 -3%
FWM
47
ForthRight Wealth Management
Georgia
$19.7M +$414K +17,678 +2%
SFP
48
Strategic Financial Planning
Texas
$17.8M +$11.9K +508 +0.1%
PCIA
49
Prime Capital Investment Advisors
Kansas
$17.5M +$4.63M +197,666 +36%
MFGP
50
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.5M -$678K -28,924 -4%
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